Principal CPA, Director of Tax (US - Remote)

About the role

We work to make the world of business and taxes come alive for creative individuals and organizations. As a Principal, you will manage client relationships, lead a team, prepare tax returns, and provide strategic advice.

Responsibilities

• Maintain strong client relationships, ensuring the highest levels of client satisfaction and quality control standards
• Lead and mentor the tax team, including a senior tax manager and 3 tax accountants
• Prepare personal and corporate tax planning documents and update clients' payroll settings
• Prepare and review business and individual tax returns
• Develop and monitor KPIs to track team performance and ensure compliance with accounting standards, regulations, and company policies
• Respond to client tax notices and create tax projections, scenario modeling, and other analyses
• Research federal and state income, payroll, and sales tax issues
• Make recommendations to clients about organizational structure decisions and assist with entity formation as it relates to taxes
• Assist clients with government programs/grant opportunities

Requirements

• You must be a CPA with 8+ years of experience, most of which is in public accounting settings
• You should be comfortable in client-facing relationships and enjoy getting to know clients' businesses and them as people
• You should be detail-oriented, avoiding careless mistakes in your work
• You should be an amazing communicator, ensuring any missed deadlines are communicated ahead of time
• You should be comfortable working online, in cloud-based applications, and using various software tools
• You should have experience with at least one type of cloud-based accounting platform (preferably Xero) and one major tax prep software package
• You should have experience with a project management, task management, or practice management tool

Qualifications

• Approachable and professional in your communications—written and verbal
• An avid student of the latest in accounting rules, regulations, and guidelines
• Super-comfortable working online, in cloud-based applications, and using a variety of software tools
• Discretion is top-notch; our clients' privacy and sensitive information are always protected
• A proactive attitude and love finding new and better ways to help us get our work done well
• A get-it-done kind of person who ensures client deadlines are met and follows through on commitments

Skills

• Experience with at least one type of cloud-based accounting platform (Xero, QBO, Sage, Netsuite, etc.)
• Experience with one of the major tax prep software packages
• Experience with project management, task management, or practice management tools

Benefits

• Fully remote work
• Participation in company benefit programs

Pay

$120k-180k starting salary with opportunities for bonuses based on goals and metrics

Schedule

Full-time, remote work